Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Morningstar Retiree Portfolios Conservative Tactical Asset Allocation | NA | 6.23% | 2.41% | 5.25% | 2.92% | 3.89% | 4.82% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Morningstar Retiree Portfolios Conservative Tactical Asset Allocation | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 6.23 | 2.41 | 5.25 | 2.92 | 3.89 | 4.82 | … | … | 6.48 | 5.35 | 9.79 | -13.93 | 7.03 | 13.92 | 1.17 | -4.59 | 9.60 | 5.26 | -5.76 | 2.41 | 6.85 | 7.44 | 9.97 | 4.28 | 8.99 | -5.29 | 11.78 | 10.60 | 12.37 | 7.42 | 10.82 | 2.29 | 2.31 |
| Sharpe Ratio | NA | 0.64 | 0.19 | 0.44 | 0.29 | NA | NA | … | … | 0.51 | 0.28 | 0.87 | -1.35 | 1.01 | 1.45 | -0.08 | -1.08 | 1.88 | 0.96 | -1.40 | 0.55 | 1.26 | 1.92 | 1.77 | 0.60 | 1.18 | -1.16 | 0.89 | 0.85 | 1.43 | 1.20 | 2.25 | 0.36 | -2.43 |
| Standard Deviation(%) | NA | 8.13 | 8.61 | 8.14 | 7.08 | NA | NA | … | … | 10.15 | 6.21 | 7.03 | 11.36 | 6.90 | 9.45 | 3.75 | 5.53 | 4.77 | 5.25 | 4.15 | 4.35 | 5.40 | 3.84 | 5.62 | 7.04 | 7.56 | 5.40 | 9.73 | 8.49 | 7.06 | 5.38 | 4.48 | 3.20 | 0.05 |
| Draw Down(%) | NA | 6.09 | 11.29 | 19.12 | 19.12 | NA | NA | … | … | 6.09 | 3.53 | 6.57 | 18.57 | 3.75 | 11.68 | 4.07 | 9.63 | 2.19 | 3.92 | 6.50 | 3.70 | 4.41 | 2.54 | 3.05 | 5.45 | 3.80 | 7.71 | 6.09 | 9.52 | 4.91 | 5.25 | 2.75 | 3.70 | 0.00 |
| Yield(%) | NA | 2.57 | 3.43 | 2.85 | 2.30 | NA | NA | … | … | NA | 0.57 | 2.73 | 4.36 | 3.28 | 1.78 | 2.41 | 1.61 | 0.44 | 1.99 | 1.95 | 2.30 | 1.04 | 2.84 | 4.41 | 3.54 | 2.03 | 3.21 | 3.43 | 2.38 | 1.72 | 1.02 | 1.70 | 1.49 | 2.31 |
Data as of 03/31/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Morningstar Retiree Portfolios Conservative Tactical Asset Allocation |
-0.48%
Apr 2021 – Apr 2024 |
-0.54%
Sep 2017 – Sep 2022 |
1.43%
Oct 2013 – Oct 2023 |
2.56%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Morningstar Retiree Portfolios Conservative Tactical Asset Allocation |
14.26%
Oct 2004 – Oct 2007 |
11.50%
Oct 2002 – Oct 2007 |
7.89%
Apr 2003 – Apr 2013 |
6.56%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart